Purchases and Sales Made in Q4 2022 in Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MIN VOL FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.55K- 87.79% |
$167K - $192K
|
354
$31K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-2.55K- 4.53% |
$168K - $192K
|
53.7K
$4.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.55K- 3.48% |
$168K - $193K
|
70.7K
$6.2M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.57K- 3.14% |
$169K - $194K
|
79.4K
$6.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.58K- 2.51% |
$170K - $195K
|
100K
$8.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 0.95% |
$171K - $196K
|
271K
$23.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 19.02% |
$171K - $197K
|
11.1K
$973K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.62K- 2.34% |
$172K - $198K
|
109K
$9.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.62K- 2.72% |
$172K - $198K
|
93.7K
$8.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-2.63K- 6.2% |
$173K - $199K
|
39.8K
$3.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.64K- 4.78% |
$173K - $199K
|
52.5K
$4.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.69K- 0.58% |
$177K - $203K
|
460K
$40.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.75K- 4.19% |
$181K - $208K
|
63K
$5.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.83K- 19.97% |
$186K - $214K
|
11.3K
$994K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-2.88K- 1.68% |
$189K - $218K
|
169K
$14.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.97K- 18.07% |
$195K - $224K
|
13.5K
$1.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3K- 6.0% |
$197K - $227K
|
47K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.04K- 3.34% |
$200K - $229K
|
87.9K
$7.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-3.14K- 30.7% |
$207K - $237K
|
7.09K
$622K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.15K- 1.13% |
$207K - $237K
|
275K
$24.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-3.33K- 4.61% |
$219K - $251K
|
68.9K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.34K- 7.26% |
$220K - $252K
|
42.7K
$3.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-3.34K- 15.16% |
$220K - $252K
|
18.7K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.4K- 18.23% |
$224K - $257K
|
15.3K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.46K- 2.93% |
$227K - $261K
|
114K
$10M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.49K- 16.04% |
$229K - $263K
|
18.2K
$1.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.49K- 13.32% |
$230K - $264K
|
22.7K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.5K- 9.27% |
$230K - $264K
|
34.3K
$3M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-3.5K- 18.83% |
$230K - $265K
|
15.1K
$1.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.53K- 4.87% |
$232K - $267K
|
69K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 0.17% |
$234K - $268K
|
2.05M
$179M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.6K- 13.08% |
$237K - $272K
|
23.9K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.6K- 6.34% |
$237K - $272K
|
53.2K
$4.67M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.71K- 44.07% |
$244K - $280K
|
4.71K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.73K- 3.23% |
$245K - $282K
|
112K
$9.79M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.77K- 17.33% |
$248K - $284K
|
18K
$1.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.81K- 16.39% |
$251K - $288K
|
19.4K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.88K- 5.79% |
$255K - $293K
|
63.1K
$5.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.89K- 78.88% |
$256K - $294K
|
1.04K
$91.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-4K- 2.24% |
$263K - $302K
|
175K
$15.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4K- 6.94% |
$263K - $302K
|
53.7K
$4.71M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.02K- 7.08% |
$264K - $303K
|
52.7K
$4.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-4.03K- 3.46% |
$265K - $304K
|
112K
$9.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.11K- 8.03% |
$270K - $310K
|
47.1K
$4.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.15K- 19.71% |
$273K - $313K
|
16.9K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.17K- 37.28% |
$274K - $315K
|
7.02K
$615K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.32K- 1.36% |
$284K - $326K
|
314K
$27.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.32K- 5.18% |
$284K - $326K
|
79.1K
$6.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.35K- 5.35% |
$286K - $329K
|
77K
$6.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.42K- 32.14% |
$290K - $334K
|
9.33K
$818K
|